Accel Wealth Management’s Alibaba BABA Stock Holding History

Accel Wealth Management’s Portfolio BABA Stock Details BABA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-171	Closed	-$17.5K	–	226
2023 Q1	$17.5K	Hold	171	–	–	0.01%	752
2022 Q4	$15.1K	Hold	171	–	–	0.01%	612
2022 Q3	$14K	Hold	171	–	–	0.01%	653
2022 Q2	$18K	Hold	171	–	–	0.01%	566
2022 Q1	$19K	Hold	171	–	–	0.01%	572
2021 Q4	$20K	Hold	171	–	–	0.01%	568
2021 Q3	$25K	Sell	171 -80	-32%	-$14.6K	0.02%	451
2021 Q2	$57K	Sell	251 -660	-72%	-$147K	0.04%	319
2021 Q1	$207K	Hold	911	–	–	0.17%	130
2020 Q4	$212K	Buy	+911	New	+$253K	0.2%	114

Other funds holding BABA

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Accel Wealth Management's BABA Position: Q2 2023 in Review

Accel Wealth Management sold out of Alibaba (BABA) in Q2 2023, closing a stake of 171 shares — an estimated $17.5K sold.

Accel Wealth Management first reported a position in BABA in Q4 2020 and held it in 10 quarters. The position peaked at $212K in Q4 2020. 1,155 funds tracked by Wall St. Rank hold BABA as of Q2 2023.

Accel Wealth Management reported no remaining Alibaba position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 171 Alibaba shares in Q2 2023, an estimated $17.5K.
Accel Wealth Management first reported a position in Alibaba in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Alibaba position peaked at $212K in Q4 2020.
1,155 funds tracked by Wall St. Rank held Alibaba as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.